Podcasts about business acquisition

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Best podcasts about business acquisition

Latest podcast episodes about business acquisition

Gathering The Kings
464 | Why Selling Your Business to a Holding Company Could Triple Your Exit. Josh Wilson Explains the Math.

Gathering The Kings

Play Episode Listen Later Aug 12, 2026 47:35 Transcription Available


Connect With ChazJosh Wilson started at seven years old on a cruise ship, charging his vacation friends a markup to use his grandfather's cruise card. He built a wedding DJ business at 16 and sold it at 19 for $25,000. His only W2 job was two months as a buggy boy at Winn Dixie before he got fired. Since then he has built a 25-million-dollar real estate portfolio, lost over a million dollars on a single investment, and pivoted to M&A where he is now acquiring his seventh company with a goal of 10 companies and 10 million in EBITDA before exiting to private equity.In this conversation with Chaz Wolfe, Josh breaks down the entire M&A framework he uses: what to look for in a target company, why he only buys companies doing at least a million in cashflow, the five reasons a contractor business owner should consider selling to a holding company instead of selling on the open market, why most businesses have not raised prices since COVID, and how the multiple arbitrage game works when you roll your equity into a holding company instead of taking a 3x exit alone.Key Takeaways:The first question in any acquisition: when was the last time they raised prices? Nine out of ten businesses Josh looks at have not raised prices in years. A 10 to 20 percent price increase is often the first value add after closing.Only buy companies doing at least one million in cashflow. Below that threshold, you cannot afford to hire the management team you need to actually run the business. You end up doing everything yourself again.A 3x multiple on your own is a mom-and-pop exit. Roll your equity into a holding company targeting 8 to 10x and you may triple your eventual payout for waiting a few years.PE companies buy cashflow, not hustle. When private equity looks at a portfolio, they want a C suite in place, a back office running, general managers in every entity, and systems that do not require the founder. Build that picture and you become attractive.Going wide to find your vertical is not always a mistake. Josh spent five years acquiring different industries to find where he could go deepest. He is now locking in on transportation. The path was the education.The mentor moment that changed everything: Josh was sitting in a hot tub during COVID, watching his real estate portfolio and wondering if his tenants were going to pay. In that moment he realized he could not keep living his entire life this way. That discomfort drove the pivot.If I can't do it, no one can is a guarantee that you will never scale. Josh learned it the hard way. The C suite he built is the only reason he can now focus exclusively on vision and growth.Pivoting is not failure. Real entrepreneurs master the art of knowing when things are heading in the wrong direction and correcting course before it costs them everything.$25,000 was enough to count as a real exit. The size of the deal does not determine whether the principle applied. Josh knew how to create value and find a buyer at 19 years old. The same principle runs his 7-company portfolio today.Build the right C suite first. CFO, COO, CEO roles need to be filled by people who love operating, not just people who are available. Josh found each one through deliberate relationships, not desperation.If you are a contractor business owner doing $1M+ and you feel stuck in the day-to-day, we built GTK for you.Through peer mastermind and 1:1 coaching, we help you:increase profitinstall real systemsbuild a team that runs the businessget your time backVisit www.gatheringthekings.com for information on how to apply.Connect with Chaz Wolfe (Host):WebsiteFacebookInstagramLinkedInYouTubeProfit Starts with Better Books!Clean books. Clear reports. Monthly bookkeeping built by business owners, for business owners.Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.Support the showLike what you heard? Share this episode with a friend and leave us a review on Apple Podcasts or Spotify! Join the conversation by visiting GatheringTheKings.com and apply to connect with other high-performing entrepreneurs and their families.

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield
How to Secure the Best SBA Financing for a Business Acquisition

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

Play Episode Listen Later Aug 7, 2026 80:20


In this episode, Heather Endresen, founder of Viso Business Capital, joins Jacob Orosz to break down what it takes to secure the best possible SBA financing when acquiring a business. You'll learn how to evaluate lenders, avoid common pitfalls in the SBA loan process, and structure a deal that keeps execution risk low and your odds of closing high. View the complete show notes for this episode. Want To Learn More?  SBA Financing When Buying or Selling a Business Small Business Acquisition Financing M&A Seller Financing: A Complete Guide Additional Resources Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.  

The Unofficial Shopify Podcast
He Sold a Startup, Now He Sells Viral Dog Pajamas

The Unofficial Shopify Podcast

Play Episode Listen Later Aug 4, 2026 45:22


"Man, what didn't I get wrong? It's so much harder." Brian Nolan sold his SaaS company Sellbrite to GoDaddy. Then he bought Darren & Phillip, an Australian dog apparel brand built around viral matching dog-and-owner bathrobes, and found out that owning a store is a different beast than building software for stores. The founder was the face of the brand, and she left with the sale. The Google Workspace account was locked to Australian billing. Moving inventory from Australia to the US costs more than shipping it from China. In this episode: what nobody warns you about when buying an 8-year-old brand, how customers with 80+ repeat purchases justify losing money on the first order, and the TikTok creator seeding playbook that works in the hundreds, not the tens of thousands. SPONSORS Swym - Wishlists, Back in Stock alerts, & more getswym.com/kurt Cleverific - Smart order editing for Shopify cleverific.com Zipify - Build high-converting sales funnels zipify.com/KURT LINKS Darren & Phillip: darrenandphillip.com Loop Returns (returns & exchanges): loopreturns.com Judge.me (reviews): judge.me Promo Party (Kurt's free gift with purchase app): promoparty.app WORK WITH KURT Apply for Shopify Help ethercycle.com/apply See Our Results ethercycle.com/work Free Newsletter kurtelster.com The Unofficial Shopify Podcast is hosted by Kurt Elster and explores the stories behind successful Shopify stores. Get actionable insights, practical strategies, and proven tactics from entrepreneurs who've built thriving ecommerce businesses.

The Business Acquisition Podcast with Bruce Whipple
411 - Do You Really Know Where You Are in the Business Acquisition Process?

The Business Acquisition Podcast with Bruce Whipple

Play Episode Listen Later Aug 2, 2026 6:08


Do you really know where you are in the business acquisition process? In this episode, I explain why aspiring acquirers must honestly assess their current knowledge, identify their weaknesses, and study the behaviors of people who have already achieved exceptional results. You will learn: Why knowing a few parts of the acquisition process is not enough. How unidentified gaps can undermine your effectiveness. Why you must work on your weaknesses, not just the subjects you enjoy. What you can learn from Bruce's most successful business acquisition mentees. Take the free 12-question business acquisition assessment at AskBruceWhipple.com. It takes less than 10 minutes, provides a readiness score, identifies areas requiring improvement, and shows you how to receive my book, Becoming a Successful Business Acquirer: Why Every Step Matters, free online. Then visit BruceWhipplePantheon.com to watch three interviews with members of the Bruce Whipple Pantheon and learn from their real-world experiences. Know where you are. Identify what is missing. Then take focused action. Never ask, never get...Keep pushing, and here's to your success, Bruce

Entrepreneur Conundrum
How to Scale by Buying Businesses (Not Building Them)

Entrepreneur Conundrum

Play Episode Listen Later Jun 22, 2026 21:31


Lee Smith is a UK-based, values-driven M&A operator with over 25 years of experience buying, fixing, and scaling businesses, and the founder of Verdani Capital. He's acquired 26 companies and now focuses on buy-and-build growth, ethical deal-making, and leading without ego.   Key Discussion Themes: - Why the leap from a small business to a large one is psychological, not financial - Buy-and-build M&A and structuring win-win deals that let owners keep equity - Removing yourself from operations to focus on strategy and acquisitions - The role of mentors and personal development in overcoming limiting beliefs - Preparing for AI disruption and volatility instead of becoming a victim of it   Listener Takeaway: Your biggest growth ceiling is usually your own belief about what you're capable of. Reframe that, surround yourself with the right people, and the bigger move is often easier than the small one you're grinding through.   Connect with Lee: Website: https://www.leeasmith.co.uk LinkedIn: https://www.linkedin.com/in/leeantonysmith/ Verdani Capital: https://verdanicapital.co.uk   About the Host: Entrepreneur Conundrum is hosted by Virginia Purnell — funnel & visibility specialist and founder of Distinct Digital Marketing. New episodes every Monday. Work with Virginia: https://www.distinctdigitalmarketing.com LinkedIn: https://www.linkedin.com/in/virginiapurnell   Listen to the Full Episode: https://entrepreneurconundrum.com/leesmith

Strap on your Boots!
Episode 359: Have We Been Thinking About Entrepreneurship All Wrong?

Strap on your Boots!

Play Episode Listen Later Jun 15, 2026 16:18


In this episode of Strap On Your Boots, I reflect on how startup culture shaped my view of entrepreneurship and why I recently found myself questioning one of my own assumptions. After learning about entrepreneurs who buy existing businesses instead of building companies from scratch, I began wondering whether we've become too attached to a single version of what entrepreneurship is supposed to look like. I share lessons from my own journey building startups and explore why sustainability, execution, and long-term value creation may deserve just as much attention as innovation and growth.

The Action Academy | Millionaire Mentorship for Your Life & Business
How To Buy A Business for $0 Out Of Pocket (Step by step)

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 12, 2026 15:45


Brian breaks down the two real paths to buying a business with zero dollars out of pocket, why the one the internet obsesses over is a trap for most buyers, and the exact strategy he's used personally and helped hundreds of people execute.Brian covers:Why 100% seller financing is possible but wildly misrepresented online, and what the gurus skip when they pitch itHow the SBA + capital partner model actually works and why it's the path real acquisition entrepreneurs useWhat a capital partner actually wants from you, and how to present yourself to get fundedWhy $30,000 to $50,000 in reserves is the real minimum before you pursue your first acquisitionThe exact due diligence costs you need to budget for (buy-side lawyer, quality of earnings report) and why skipping them is a catastrophic mistakeHow 35% of Action Academy's 650+ member community is actively deploying capital into other members' deals right nowThe goal isn't to buy a business for zero. The goal is to buy the right business, structured the right way, without blowing up your family's financial stability in the process.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The Action Academy | Millionaire Mentorship for Your Life & Business
How He Built A Golf Mastermind With 350 7 Figure Members w/Ryan Pineda

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 10, 2026 48:48


Ryan Pineda joins Brian to break down how he turned a $25 golf consulting offer into a half-million dollars in revenue and, eventually, a full mastermind business called M19 built entirely around business owners who love golf.Brian and Ryan cover:How Ryan went from charging $25 per round to $10K per session without running a single ad, just by posting one Instagram storyWhy his wife's offhand comment after a golf retreat became the insight that unlocked the entire M19 business modelThe recurring revenue structure behind M19 and why the trips are retention tools, not profit centersHow members write off their annual dues and every trip as a legitimate business expenseWhy Ryan believes the best businesses are built around what you already do for fun, not what you think the market wantsThe supply vs. demand constraint framework and how Ryan used it to price his way out of being overbookedWhere AI is headed for service businesses and why Ryan thinks tax firms, like realtors, aren't going anywhereIf you want to build a business around your lifestyle instead of despite it, this one's worth the full listen.If you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The Action Academy | Millionaire Mentorship for Your Life & Business
I Paid $515,500 To Learn A 3 Step Business Framework (Here It Is For FREE)

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 8, 2026 48:48


This is the same presentation 40-50 members said fundamentally changed their businesses and lives. Brian shares the three-step framework he spent over $515,000 in personal development to build.Brian covers:Why acquisition alone will never get you to freedom, and the three-part Freedom Formula of Acquisition, Acclimation, and ArchitectureThe State, Story, Strategy framework and why 80% of your business problems are mental, not tacticalHow Brian went from $91K in revenue and nearly missing payroll to $182K in the same month the following year by changing one thingWhy the stories you tell yourself are the actual ceiling on your business and your bank accountThe unit economics breakdown Brian used live to map a member's path to $80K a month with one simple daily driverHow Action Academy went from $154K in a quarter to seven figures a quarter, and what actually caused the 600% increaseIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The Action Academy | Millionaire Mentorship for Your Life & Business
The Top Ways To Win Over A Business Broker & Get The Best Deals w/ Jordan Kelliher (A Business Broker)

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 3, 2026 35:20


Most buyers lose the business deal before they ever submit an offer.In this episode, business broker Jordan Kelliher breaks down what actually happens behind the scenes when a great business hits the market, why brokers ignore most buyers, and how to separate yourself from the 200+ people competing for the same deal. Brian and Jordan cover:Why most buyers never get a call backHow brokers actually choose the winning buyerThe biggest mistakes first-time buyers makeWhy relationships matter more than spreadsheetsThe truth about seller financing and “no money down” dealsHow to stand out in a competitive acquisition marketIf you want to buy a business in the next 12 months, this episode will save you months of wasted time and missed deals.Curious as to how we've bought multiple businesses and built millions in equity? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

The Action Academy | Millionaire Mentorship for Your Life & Business
How She Went From 1 Rental to Boutique Hotel Owner in 5 Months w/ Ashley Lynds

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 1, 2026 35:33


Most people spend years trying to figure out which asset class is right for them. Ashley Lynds figured it out by ruling out everything that didn't light her up, and five months after joining Action Academy, she closed on a 9-key boutique hotel in Iowa with seller financing and a partner she found inside the community.In this episode, Brian and Ashley cover:How Ashley ruled out SBA business acquisition and landed on hospitalityHow she found her business partner Tyler through the Action Academy communityThe $615K deal structure with seller financing and a year-two refi planWhat the partnership split actually looks like and how they divided rolesThe mindset shift that changed how she views her W-2What's next for the property and her hospitality portfolioIf you want to find your asset class and get your first deal done in the next 12 months, this episode will show you exactly how one member did it. Curious as to how we've helped members acquire millions in cash-flowing assets? Give this video a watch for a full breakdown: https://www.youtube.com/watch?v=cviipnGtDWI&feature=youtu.beIf you are serious about building a life on your terms and want to surround yourself with people who are actually doing it, go to: https://actionacademy.com?el=action_academy_podcastIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

Founded & Grounded
The Grounding (live) - Agentic AI vs SaaS: Claude Cowork, and the real founder use case

Founded & Grounded

Play Episode Listen Later May 12, 2026 56:40


Is software dead, or just being rebuilt? Ollie spent two weeks obsessing over Claude Cowork and turned 100 episodes of Founded & Grounded into a content engine. Becky spoke alongside the legendary Steve Blank. We break down agentic AI, SaaS valuations, customer development, pricing as conversation, and why human connection is the moat that AI cannot copy. This will leave you wanting to experiment right now. Key takeaways - Agentic AI is not a tool you add. It's the sand between your existing software stack, doing the connective work while you sleep, so you stop running the business by hand. - Pricing is a conversation, not a number. Steve Blank's lesson is simple. Ask the customer the question, listen to the answer, then build the proposal. Skip that step, and you're guessing with someone else's money. - AI raises the floor on output. It does nothing for trust. The founders who win the next cycle are the ones in rooms without laptops, building relationships that agents cannot fake.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Buying Online Businesses Podcast
He's Done 200+ Acquisitions - Here's What The Online Business Acquisition Market Looks Like with Ace Chapman

Buying Online Businesses Podcast

Play Episode Listen Later May 6, 2026 40:53


Most people think buying businesses is a numbers game. Ace Chapman has done 200+ acquisitions - and he'll tell you the numbers are almost never the point. Ace has been in this game since the dot-com bubble. He almost sold a stock market simulator to a little Nebraska company called Omaha Securities - before it became Ameritrade. He got out of a real estate business right before 2008 hit. He's not lucky. He's built a framework for thinking about business ownership that most acquisition guys never arrive at, no matter how many deals they close. But here's where it gets interesting. Right now, while everyone else is hunting online businesses in the U.S., Ace is doing something completely different - buying offline deals in Latin America, where business brokers don't exist and most owners don't even know selling is an option. Hotels. Spas. Mental health clinics. Panama. Colombia. Argentina. He walked into a hotel recently and heard the front desk pitch his own spa to a guest checking in. In this episode, Jaryd sits down with Ace to unpack why he thinks every business is just inventory - and why holding on too long is the real risk most buyers never talk about. How he structures equity deals so he never has to build anything from scratch. And what a real portfolio actually looks like when you stop confusing operating businesses with wealth. Most buyers are waiting for the market to calm down before they make a move. Ace just went and found a completely different market - one where nobody else is even looking.

The Fully Funded Show
How to Structure a Business Acquisition (M&A Deal Mechanics) | Acquisitions & Asphalt

The Fully Funded Show

Play Episode Listen Later Apr 28, 2026 40:25


Retail buyers fight to the death over the multiple. Institutional buyers obsess over the deal structure.In episode 3 of the Acquisitions & Asphalt series, Sam Silverman and Chris Wirthlin explain why the price you pay for a company matters far less than the terms you dictate. They break down the five structural levers that actually determine if an M&A deal survives its first year, and share the exact capital stacks behind their latest multi-million dollar acquisitions.They cover:Why buying a business based only on the EBITDA multiple is a trapThe 5 critical levers of M&A: Debt, Earn-outs, Seller Carries, Investor Capital, and Working CapitalThe reality of SBA loans vs. Regional Banks, and why credit agreements matterWhy they avoid earn-outs in blue-collar businesses (and what they use instead)The "Working Capital Trap" that secretly raises your purchase price after closingHow a seller tried to pass off broken, painted equipment as operational assetsReal deal breakdowns: The exact math and leverage used to fund their Texas and new $12M acquisitionsQ&A: How to negotiate a 0% interest seller note, deal sizing, and off-market sourcingThis is a weekly series. New episodes every Tuesday.Learn more about Silverman Capital: https://silvermancapital.co

The Action Academy | Millionaire Mentorship for Your Life & Business
From Rentals to $4M in Equity Overnight (Through Assisted Living) w/ Aaron and Andrea Ameen

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Apr 27, 2026 51:35


This episode is a masterclass in what it really looks like to build wealth while navigating real life. Aaron and Andrea share how they went from dual W2 incomes and a growing rental portfolio to raising $2.8M and developing a $13.4M residential assisted living project, all while raising three young kids and completely reinventing their financial future.They break down the exact moment they realized their current path would not get them where they wanted to go, why they walked away from “safe” strategies, and how they found an asset class that aligned with both their financial goals and personal mission. From building the right team and finding mentors to navigating a complex capital raise and overcoming major setbacks, this conversation pulls back the curtain on what it actually takes to operate at a higher level.If you have been thinking about making a bigger move, whether that is buying a business, scaling beyond rentals, or stepping into ownership, this episode will challenge how you think about risk, growth, and what is truly possible when you commit to a long-term vision.And if you're serious about replacing your 9–5 income with cash flow you actually own and control, go to www.actionacademy.comIf you want to leave corporate America in the next 6-18 months - you should check out our Action Academy Community

B2B Sales Trends
124. Business Acquisition Strategy: Why Most Deals Fail After Closing w/ Marie Szymanski (GM at Atlas Copco)

B2B Sales Trends

Play Episode Listen Later Apr 23, 2026 39:51


Business acquisition strategy is not about buying companies. It is about what happens after the deal closes. In this episode of the B2B Sales Trends Podcast, Harry sits down with Marie Szymanski, General Manager at Atlas Copco, to unpack how smart companies turn acquisitions into competitive advantage through alignment, innovation strategy, and customer experience strategy. From portfolio management to strategic partnerships, Marie shares how Atlas Copco avoids commoditization, equips modern sales teams, and creates real value based sales outcomes in manufacturing markets. If you lead B2B sales, growth strategy, or integration after acquisition, this conversation is highly relevant.

Martinka Consulting's Getting the Deal Done Podcast
Business Acquisition Loans Annual Update with Lisa Forrest of Northwest Bank

Martinka Consulting's Getting the Deal Done Podcast

Play Episode Listen Later Apr 20, 2026 41:06


Lisa Forrest is a regular guest on our show because she's one of the best and most knowledgeable business acquisition lenders.The SBA keeps changing the rules so we keep discussing acquisition loans.One big change in 2026 is that once a borrower or minority investor (even at 1%) is part of a bad SBA loan the are banned from anymore SBA loans for life. Believe me, investors have added another level of caution to their process.Another fascinating discussion with Lisa.John MartinkaJessica MartinkaContact us via either website or give us a call and be sure to check out our videoshttps://nokomisadvisory.com/https://www.martinkaconsulting.com/https://www.gddpodcast.buzzsprout.comhttps://www.youtube.com/c/JohnAMartinka/videos 425-515-4903 

Capital Hacking
E441: The Family Vault: Cash, Insurance, and Legacy Planning with Josh Ryan

Capital Hacking

Play Episode Listen Later Apr 16, 2026 35:24


In this conversation, Josh Ryan shares his journey from a real estate agent to a financial advisor, detailing the challenges he faced during the 2008 financial crisis that led him to become a financial advisor. He discusses the concept of the 'Family Vault' as a financial safety net, the establishment of a virtual family office, and the importance of business acquisition and commercial real estate in wealth management. The discussion emphasizes proactive strategies for financial planning and legacy creation.Chapters:00:00:00 - Introduction and Welcome to the Show00:01:07 - Key Principle: Concentrate to Get Rich, Diversify to Stay Rich00:02:27 - Guest Introduction: Josh Ryan and His Background00:04:13 - Josh Ryan's Journey into Financial Services00:10:08 - The Concept of the Family Vault00:12:00 - Understanding the Virtual Family Office00:19:01 - Business Acquisition as Part of a Family Office Strategy00:24:02 - The Importance of Commercial Real Estate in Wealth Building00:30:04 - Partnering with Clients for Business Acquisitions00:33:15 - How to Connect with Josh Ryan and Closing RemarksConnect with Josh Ryan:https://cornerstoneroscoe.com/ Learn More About Accountable Equity:  Visit Us: http://www.accountableequity.com/   Access eBook: https://accountableequity.com/case-study/#register Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger.LinkedinFacebookInstagramApple PodcastSpotify

The Angel Next Door
Buying, Scaling, and Exiting Businesses with Impact: Coco Sellman's Expert Insights

The Angel Next Door

Play Episode Listen Later Feb 26, 2026 29:56


What does it really mean to balance purpose and profit as an entrepreneur? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with Coco Sellman to uncover how founders can address real community needs while building profitable, lasting companies.Marcia Dawood introduces Coco Sellman, a serial founder and the author of “A Force for Good.” Coco's journey began with deeply personal motivations—seeking specialized care for her stepdaughter—which inspired her to launch and later successfully exit a healthcare business. Now, she's focused on empowering women entrepreneurs to scale with intention and impact.This episode offers valuable insights for anyone navigating the world of startups and scale-ups. Coco Sellman shares hard-earned lessons on timing exits, acquiring businesses, and the essence of her practical growth framework. With honest stories and actionable advice, the conversation makes this episode an essential listen for founders seeking both purpose and profitable growth. To get the latest from Coco Sellman, you can follow her below!https://www.linkedin.com/in/cocosellman/https://aforceforgood.biz/https://www.amazon.com/Force-Good-High-Impact-High-Growth-Enterprises/dp/B0DPVV9Q8Q Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

The SaaS CFO
The Art of SaaS Acquisitions: Luca Cartechini on Metrics, Retention, and AI Innovation

The SaaS CFO

Play Episode Listen Later Feb 19, 2026 39:10


On this episode of The SaaS CFO Podcast, host Ben Murray welcomes Luca Cartechini, co-founder and CEO of Shop Circle. With deep roots in equity research and venture capital across the European tech landscape, Luca Cartechini shares how his experiences led to the creation of Shop Circle—an innovative, long-term holding company that acquires and grows mission-critical, profitable SaaS businesses outside the traditional VC and PE model. Listeners will get insider perspectives on the realities of scaling software companies in fragmented European markets, the metrics that matter most when evaluating SaaS acquisitions, and the evolving role of AI in operational excellence. Whether you're a founder considering your next move or simply passionate about SaaS, this episode is packed with actionable wisdom on building, buying, and holding vertical software companies for the long haul. Show Notes: 00:00 "Challenges Scaling European Companies" 03:34 "ShopCircle: AI-Powered Software Platform" 08:51 "AI in Software Acquisitions" 12:06 AI's Role in Business Strategy 14:09 "Pricing, AI, and Value Strategy" 16:58 "Key Metrics for Business Acquisition" 22:28 "Operator-Focused, Long-Term Investment Approach" 25:13 Founder Missteps in Acquisition Process 29:28 Recurring vs. Usage-Based Revenue Analysis 31:51 "SaaS Revenue Analysis for ROI" 36:39 AI-Driven Efficiency and Expansion Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/shop-circle-raises-60-million-in-series-b https://www.thesaasnews.com/news/shop-circle-extends-series-b-to-100-million Luca Cartechini's LinkedIn: https://www.linkedin.com/in/luca-cartechini/ Shop Circle's LinkedIn: https://www.linkedin.com/company/shop-circle/ Shop Circle's Website: https://shopcircle.co/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray

Jake and Gino Multifamily Investing Entrepreneurs
3 Steps To Your Next Real Estate Deal

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jan 28, 2026 19:38


Takeaways:The three-step process includes buy, finance, operate, and exit.Understanding your exit strategy is crucial for real estate success.Be intentional with your buy right criteria to ensure value addition.Market analysis is essential for determining property value and potential.Operational efficiency can significantly impact the success of a real estate investment.Financing options vary and should align with your investment strategy.Building a business mindset is key to successful real estate investing.Utilizing data and market insights can enhance decision-making.Exit strategies can include selling, refinancing, or holding properties long-term.Every real estate deal should be evaluated through a strategic lens.   We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Grow Your Business and Grow Your Wealth
Episode 305: Building Wealth Through Business Acquisition

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Jan 28, 2026 22:27


What if the next decade becomes the greatest wealth opportunity of your lifetime and most business owners miss it because they are too busy running day-to-day operations? In this powerful conversation, Gary Heldt sits down with Darius Alexander Ross to unpack why business owners are standing at a once-in-a-generation turning point. With trillions of dollars in wealth transferring from retiring Baby Boomers and commercial real estate poised for major repositioning, Darius explains why ownership, acquisition thinking, and preparation matter more than ever.They dive into why most businesses fail due to lack of information, how leaders sabotage their own growth, and why owning your location and understanding leverage is a strategic advantage. This episode challenges business owners to stop thinking small, prepare for worst-case scenarios first, and position themselves to buy, consolidate, and grow while others hesitate.Key Takeaways→ Why customer appreciation and operational awareness directly impact long-term profitability→ How owning real estate can become a cornerstone of business stability and wealth building→ Why the next ten years will favor acquisition entrepreneurs and strategic buyers→ The most common accountability mistakes that quietly erode business value→ How the “dummy strategy” helps leaders make smarter decisions by listening first Quote“Sometimes the biggest enemy of a business owner is the voice in their own head.” If you want to position your business for long-term growth, smarter ownership decisions, and real wealth building, this episode will change how you think about strategy, real estate, and opportunity. Listen now and learn how to prepare before the opportunity passes you by. Connect with Darius: https://www.dariusaross.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Grow Your Business and Grow Your Wealth
Episode 305: Building Wealth Through Business Acquisition

Grow Your Business and Grow Your Wealth

Play Episode Listen Later Jan 28, 2026 23:02


What if the next decade becomes the greatest wealth opportunity of your lifetime and most business owners miss it because they are too busy running day-to-day operations? In this powerful conversation, Gary Heldt sits down with Darius Alexander Ross to unpack why business owners are standing at a once-in-a-generation turning point. With trillions of dollars in wealth transferring from retiring Baby Boomers and commercial real estate poised for major repositioning, Darius explains why ownership, acquisition thinking, and preparation matter more than ever.They dive into why most businesses fail due to lack of information, how leaders sabotage their own growth, and why owning your location and understanding leverage is a strategic advantage. This episode challenges business owners to stop thinking small, prepare for worst-case scenarios first, and position themselves to buy, consolidate, and grow while others hesitate.Key Takeaways→ Why customer appreciation and operational awareness directly impact long-term profitability→ How owning real estate can become a cornerstone of business stability and wealth building→ Why the next ten years will favor acquisition entrepreneurs and strategic buyers→ The most common accountability mistakes that quietly erode business value→ How the “dummy strategy” helps leaders make smarter decisions by listening first Quote“Sometimes the biggest enemy of a business owner is the voice in their own head.” If you want to position your business for long-term growth, smarter ownership decisions, and real wealth building, this episode will change how you think about strategy, real estate, and opportunity. Listen now and learn how to prepare before the opportunity passes you by. Connect with Darius: https://www.dariusaross.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Jake and Gino Multifamily Investing Entrepreneurs
How To Negotiate Your Next Real Estate Deal

Jake and Gino Multifamily Investing Entrepreneurs

Play Episode Listen Later Jan 14, 2026 13:46


TakeawaysNegotiation starts with understanding and listening to the other party.Creating a connection is crucial for effective negotiation.Principled negotiation focuses on relationships, while positional negotiation focuses on winning.Understanding the seller's problems can lead to better deals.Preparation is key to successful negotiations.Seller financing can be a creative way to structure deals.Interest rates and terms are important in seller financing.Asking the right questions can uncover valuable information.Negotiation is about finding a win-win solution for both parties.   We're here to help create real estate entrepreneurs... About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. They have created the Jake & Gino Premier Multifamily Community to teach others a simple three-step framework for investing in multifamily real estate. Connect with Jake & Gino here --> https://jakeandgino.com. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

The Action Academy | Millionaire Mentorship for Your Life & Business
From $0 to Your First Small Business Acquisition — The Ultimate Roadmap

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jan 7, 2026 52:34


Action Academy is BACK for 2026! Happy New Year Folks!Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

Real Estate Investing Abundance
Wellness Magazine Seeks Investment with Kelle Sparta Episode - 553

Real Estate Investing Abundance

Play Episode Listen Later Dec 28, 2025 31:41


We'd love to hear from you. What are your thoughts and questions?In this conversation, Kelle Sparta discusses her recent acquisition of MindBodySoul Magazine, detailing the journey that led to this transition, the business model, and the vision for future growth. She emphasizes the importance of partnerships, the integration of spirituality with business, and the strategies for creating a sustainable and ethical business model. Kelle also shares her excitement about bringing new content and research to the magazine, aiming to engage readers at a deeper level.Main Points:MindBodySoul Magazine has been around for four years.Kelle Sparta acquired the magazine to help it grow and thrive.The magazine targets affluent women aged 40-60 interested in health and wellness.The business model focuses on advertorials and online presence.Kelle emphasizes the importance of partnerships in business.They plan to expand distribution to high-end hotels and country clubs.Kelle's background includes spiritual coaching and business development.The vision includes creating a sustainable and ethical business model.They are seeking investment to hire sales staff and expand the brand.Kelle aims to bring the latest health and wellness research to readers.Connect With Kelle Sparta:kelle@kellesparta.comMindBodySoul.mediahttps://www.linkedin.com/in/kellesparta/https://www.facebook.com/kellespartahttps://www.instagram.com/kellesparta/https://www.youtube.com/channel/UC0jXbllhVlDcHRqMSQpR2DQTiktok: @KelleSparta

Boosting Your Financial IQ
Looking to Buy a Business? Listen to This First | Ep 199

Boosting Your Financial IQ

Play Episode Listen Later Dec 1, 2025 18:29


Not sure what your numbers are telling you? Get a free review: coltivar.com/financial-review Thinking about buying a business or taking over someone else's?Before you jump in, Steve breaks down the five things he looks at every single time he evaluates a deal. You'll learn how he analyzes revenue quality, what he looks for in financials, how he decides if a business is worth the price, and why free cash flow—not profit—is what actually matters. If you're serious about entrepreneurship through acquisition, this episode could save you from a bad deal._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information. LinkedIn | YouTube coltivar.com

Buying Online Businesses Podcast
Can You Afford A 7 Figure Business Acquisition? with Jaryd Krause

Buying Online Businesses Podcast

Play Episode Listen Later Nov 26, 2025 28:10


Think a million-dollar online business is out of reach? The real barrier isn’t the price—it’s everything you don’t see coming before you even sign. In this solo episode, Jaryd Krause pulls back the curtain on the part of buying a 7-figure business that almost nobody talks about—the real costs, the real timelines, the real competition, and the parts of the process that can quietly wreck your deal long before you ever get to the closing table. Most people assume a $1M acquisition is simple math:Find the business, put down the deposit, sign some papers, done. But behind every one of those deals are fees, structures, advisors, lenders, deadlines, and expectations that—if you’re not prepared—will eat your budget and your sanity alive. Here’s what Jaryd gets into:

Pillars Of Wealth Creation
POWC # 841 - The Realities of Business Acquisition Today

Pillars Of Wealth Creation

Play Episode Listen Later Nov 18, 2025 51:18


In this solo episode, Todd explores today's business-buying landscape. Although many expected a wave of small businesses to hit the market as baby boomers retire, that hasn't happened. Instead, it remains a seller's market, with owners holding out longer and selling at higher prices than before. Todd highlights several programs and resources that can help buyers acquire businesses, but stresses the reality behind these deals: purchasing a business isn't passive. Buyers must understand operations, be ready to step into day-to-day involvement, and often put in significant time to fix or grow the company after acquisition. YouTube: www.youtube.com/c/PillarsOfWealthCreation Interested in coaching? Schedule a call with Todd at www.coachwithdex.com Listen to the audio version on your favorite podcast host: SoundCloud: https://soundcloud.com/user-650270376 Apple Podcasts: https://podcasts.apple.com/.../pillars-of.../id1296372835... Google Podcasts: https://podcasts.google.com/.../aHR0cHM6Ly9mZWVkcy5zb3VuZ... iHeart Radio: https://www.iheart.com/.../pillars-of-wealth-creation.../ CastBox: https://castbox.fm/.../Pillars-Of-Wealth-Creation... Spotify: https://open.spotify.com/show/0FmGSJe9fzSOhQiFROc2O0 Pandora: https://pandora.app.link/YUP21NxF3kb Amazon/Audible: https://music.amazon.com/.../f6cf3e11-3ffa-450b-ac8c...

Real Estate Team OS
The Roll-Up Strategy for Business Growth with Sam Khorramian | Ep 087

Real Estate Team OS

Play Episode Listen Later Nov 18, 2025 57:47


From fix-and-flip investor to Founder and Owner of the #1 real estate team in California and #3 in the United States, Sam Khorramian has been driven by “pigheaded determination.”Sam talks through primary drivers of his success, including “wow” experiences, a differentiated business model, and a roll-up strategy for business growth. He explains why it made sense to go from independent brokerage to a team brokered by LPT Realty.Learn to acquire complementary businesses outside of the three most common ancillaries and RESPA requirements with no money out of your own pocket - with an example of how those deals are structured. And learn how to make your real estate team a more valuable acquisition target. Watch or listen for Sam Khorramian's insights into:Why pigheaded determination is a leadership superpowerTapping into the unquantifiable power of “wow” experiences (inspired by Ritz Carlton)Pioneering a new business model when launching a new brokerage (with a caution from Mike Ferry)How a 100% commission, $300/month model worked for agents and for the brokerageGrowing 2.5-3x by partnering with LPT RealtyCreative business acquisitions outside of the common ancillaries and RESPA requirementsWays to structure a no-money-down acquisition through seller financing, asset-based loans, and other strategies (with a specific example)Why real estate teams becoming more valuable than brokeragesAt the end, learn about underdogs, expensive passions, and masterminds.Mentioned in this episode:→ Big Block and LPT Realty (webinar) https://youtu.be/-kMlDY4KLuk→ The New Gold Standard (book) https://www.josephmichelli.com/yournewgoldstandard.com/→ Epic Network https://epicnetwork.com/→ Mango Automotive https://www.mangoautomotive.com/Connect with Sam Khorramian:→ https://www.instagram.com/the9thzero/Connect with Real Estate Team OS:→ https://www.realestateteamos.com→ https://linktr.ee/realestateteamos→ https://www.instagram.com/realestateteamos/

The UpFlip Podcast
211. The Founder Playbook to Grow Fast, Build Systems, and Stay in Love With the Business

The UpFlip Podcast

Play Episode Listen Later Nov 3, 2025 33:28


John Sampogna co-founded his digital agency, Wondersauce, at just 26, with the ambition to take on the giants of Madison Avenue. He spent five years grinding, building a stellar reputation, and scaling his team from two to 100 employees. But as the operational weight of payroll, HR, and collections threatened to pull him under, he made a decision that shocks most founders: he sold the company he bled for.For most founders, that's the end of the story. For John, it was just the beginning. He stayed on to run Wondersauce, proving that selling your business doesn't mean selling your soul. Now, 15 years in and still at the helm post-acquisition, John is having his best year ever, redefining success by mastering the shift from entrepreneur to "intrapreneur."In this interview, John sits down with Ryan Atkinson to share his playbook for competing against giants, even when you're the underdog. He reveals his "ruthlessly raw" pitching strategy, the keys to scaling from 2 to 100 employees, and how to build systems and redundancy (SOPs) so you can stop being the bottleneck in your own company. John also gets transparent about the process of business acquisition, what buyers really look for, and how to structure a deal that lets you keep building. Whether you're a service business owner or a founder planning your exit strategy, this episode provides a masterclass in building a business based on reputation, discipline, and relentless growth.Takeaways:- A "ruthlessly raw" and direct pitching style, focused on ideas rather than a polished script, can be a refreshing way to win over clients who are tired of "buttoned-up" agency presentations.- The two biggest levers for scaling a service business from 2 to 100 employees are the quality of your work and the reputation it builds through word-of-mouth.- When planning an exit, you must build redundancy and systems (SOPs) so the business is not dependent on you. This makes it a much more attractive and stable asset for a buyer.- Founders who are "hands-on" in everything are often a bottleneck.1 You should hire people to fill your weaknesses (like project management) so you can focus on your strengths (like sales).- When clients repeatedly ask for a service you don't offer, see it as an opportunity. Be transparent, learn alongside them, and offer it at a discount to prove your capability.- Stop selling services (e.g., "email marketing") and start selling results (e.g., "client retention"). This communicates your true value and avoids commoditization.- Only start a business you are genuinely interested in. If you're not passionate, you'll be beaten by competitors who absorb industry knowledge organically simply because they love it.- Be a broken record with your marketing. No one listens or remembers after one time; you must relentlessly drill your unique message into people's heads.- The toughest, unseen part of being a CEO is the emotional tax of managing and protecting your team, all while having to find your own ways to cope and "keep it together."- There is power in being "blissfully naive." The lack of experience in the early days allows for purer and less conservative decision-making, which can be a powerful advantage.Tags: Business Growth, Entrepreneurship, Leadership, Business Acquisition, Systems and Procedures, Digital AgencyResources:Grow your business today: https://links.upflip.com/the-business-startup-and-growth-blueprint-podcast Connect with John: https://www.instagram.com/wondersauce/?hl=en

The Business Acquisition Podcast with Bruce Whipple
370 - Has The Government Shutdown Killed Business Acquisition?! Part Two

The Business Acquisition Podcast with Bruce Whipple

Play Episode Listen Later Oct 31, 2025 5:08


Yesterday, I did a video as part one on this subject. Here is the link to that video.   https://youtu.be/bHAMpMlY_jo?si=28uHN0XrwjR6aqmC    This podcast is part two. The subject is that important and warrants more information for you.   The US government shutdown is affecting a lot, and banking is in that category.    How is the shutdown affecting business acquisition and SBA loans?   That is the subject of this week's video and podcast, and I point out the hidden opportunity that exists.    To Your Success,   Bruce Whipple brucewhipple.com   p.s. - Here is the seller finance course I mentioned.  Https://go.brucewhipple.com/sellerfinance 

Getting Rich Together
Building Generational Wealth Through Business Acquisition with Melinda Emerson, Smallbizlady

Getting Rich Together

Play Episode Listen Later Oct 28, 2025 40:06


I'm fired up to introduce a business legend today. Melinda Emerson is known nationwide as the number one small business lady and the powerhouse behind Small Biz Chat. She's a bestselling author of "Become Your Own Boss in 12 Months" and has helped countless entrepreneurs launch, grow, and thrive. Melinda shares her journey from realizing writing was her magical power at age 12 to landing her dream job in broadcast television—only to discover she hated it. At 26, she left that job in the middle of February sweeps to start her business in her basement with just a laptop, a fax machine, and a dream. That was 26 years ago. We explore the invaluable lessons she learned from her serial entrepreneur mother and career salesman father, how she prepared financially before leaving her job, and the spiritual transformation that happened when she realized success wasn't about hitting a number. Melinda opens up about navigating divorce as a business owner, finding joy in community, and her exciting new venture: teaching women 45+ how to buy businesses instead of starting from scratch. Key Topics: Learning entrepreneurship from her mother's side hustles and father's sales mastery Her father's lessons on credit, savings, and delayed gratification that shaped her financial foundation Preparing to leave her six-figure job by paying off debt and saving strategically The spiritual shift from measuring success by money to measuring it by impact Navigating divorce and business ownership while learning to find joy again Why she's passionate about teaching women to buy existing businesses and franchises Launching the Next Act CEO Summit to help women 45+ become business owners fast Connect with Melinda online: Website: https://www.smallbizlady.com/ Book: "Become Your Own Boss in 12 Months" Find more from Syama Bunten: Instagram: @syama.co, @gettingrichpod Website: wealthcatalyst.com Podcast: wealthcatalyst.com/getting-rich-together-podcast Download Syama's Free Resources: wealthcatalyst.com/resources Wealth Catalyst Summit: wealthcatalyst.com/summits Speaking: syamabunten.com Big Delta Capital: www.bigdeltacapital.com

Owned and Operated
How One Inspection Company Scaled to $20M Without Private Equity

Owned and Operated

Play Episode Listen Later Oct 23, 2025 42:34 Transcription Available


John sits down with Harmony Brownwood, CEO & founder of GreenWorks Inspections & Engineering, to unpack how she grew from zero connections in 2009 to one of the largest independently owned inspection companies in the U.S.—now operating across six states with 11 locations, 2,500–3,000 services a month, and a runway from ~$15M toward $20M in annual revenue. Harmony shares the mindset work that kept her going for 16 months without a sale, the systems that let her scale beyond herself, and why “happy clients + happy team” is the non-negotiable core KPI.They get into how GreenWorks blends home inspections, structural engineering, and environmental services; why market flatness forces true market-share plays; and the playbook for entering new states by leading with engineering/environmental before residential inspections. You'll hear how she measures client experience (NPS, “happy calls,” QC + AI on 80k+ reports), builds SOPs that actually stick, and keeps standards sky-high while still being beloved by realtors, investors, and homeowners.If you want a concrete blueprint for scaling a people-powered, service-heavy org—without PE money, franchising, or letting quality slip—this one's for you.

Buying Online Businesses Podcast
[Case Study] 7 Figure Ecommerce Business Acquisition Earning $68,800 P/mth with John & Brian

Buying Online Businesses Podcast

Play Episode Listen Later Oct 22, 2025 58:12


Business success isn’t just about buying the right company—it’s about building the right foundation. In this insight-packed episode, Jaryd Krause sits down with Brian and John, two entrepreneurs who’ve mastered the art of acquiring and scaling online businesses through mentorship, strategic planning, and sustainable growth. From their first steps into e-commerce to managing complex acquisitions, Brian and John share how having the right mentor, team, and financial structure can make or break a deal. They pull back the curtain on what it really takes to grow an online business—revealing how patience, education, and teamwork pave the way for long-term success in a fast-changing digital economy. Together, they unpack: ✔️ The role of mentorship in accelerating business growth and confidence✔️ How to build diverse revenue streams that stabilize your portfolio✔️ Financial planning fundamentals every buyer needs before acquisition✔️ Why a strong team and legal support system are non-negotiable✔️ The mindset shift from “buying a job” to “owning a business”✔️ How customer feedback fuels innovation and operational improvement✔️ Building systems that scale—and keep your business sustainable Through candid reflections and hard-won lessons, Brian and John offer a blueprint for entrepreneurs who want to expand strategically while avoiding the burnout and chaos that often follow growth. Whether you’re an aspiring buyer or already running multiple online ventures, this episode will equip you with the mindset and structure to scale with confidence.

The Industrial Talk Podcast with Scott MacKenzie
Matt Bradbury with Business Acquisition and Merger Associates

The Industrial Talk Podcast with Scott MacKenzie

Play Episode Listen Later Oct 3, 2025 14:22 Transcription Available


Industrial Talk is onsite at DistribuTech 2025 and talking to Matt Bradbury, Managing Director at Business Acquisition & Merger Associates about "Sound Merger/Acquisition Solutions ". Scott Mackenzie hosts the Industrial Talk podcast, celebrating industry professionals and featuring Matt Bradbury, a seasoned M&A expert with 20 years of experience and $2 billion in transaction value. Bradbury's firm focuses on manufacturing, distribution, and B2B services, with 80% of clients having blue-collar workforces. He discusses the growing demand for electrical infrastructure due to increased data center needs and the impact of reshoring and nearshoring on manufacturing. Bradbury emphasizes the importance of smart power generation and automation in meeting these demands. He can be reached at matt@buysellyourbusiness.com or 704-905-0565. Action Items [ ] Follow up with Matt Bradbury on LinkedIn (Matthew Bradbury) to stay updated on his firm's activities and industry insights.[ ] Connect with Matt Bradbury at Buy, Sell Your Business (matt@buysell-yourbusiness.com) to discuss potential M&A opportunities in the utility services space. Outline Introduction and Welcome to Industrial Talk Podcast Scott MacKenzie welcomes listeners to the podcast, celebrating industry professionals and their contributions.The podcast is sponsored by Siemens Smart Infrastructure and Grid Software Services, encouraging listeners to visit siemens.com for more information.Scott MacKenzie mentions the podcast is being broadcasted from Distribute Tech in Dallas, Texas, and expresses his enthusiasm for utility-related topics. Introduction of Matt Bradbury and His Firm Scott MacKenzie introduces Matt Bradbury, who has extensive experience in mergers and acquisitions (M&A) in the utility services space.Matt Bradbury shares his background, mentioning he started his firm 20 years ago and has sold about 215 companies, with a total transaction value of almost $2 billion.His firm focuses on manufacturing, distribution, and B2B services, with 80% of their clients having a blue-collar workforce.Matt Bradbury is based in Charlotte, North Carolina, and discusses the importance of the utility industry and the need for infrastructure updates. Expectations and Importance of Distribute Tech Scott MacKenzie asks Matt Bradbury about his expectations and the importance of Distribute Tech.Matt Bradbury explains the 20-year tailwind of needing to update electrical infrastructure due to increased demand from data centers and AI.He shares an anecdote about a data center operator in California who mentioned the lack of available power during a fishing trip.Matt Bradbury discusses the importance of private equity groups and the qualities he looks for in partners, emphasizing the need for smart, humble, and approachable groups. Challenges and Opportunities in the Utility Industry Scott MacKenzie and Matt Bradbury discuss the challenges and opportunities in the utility industry, including the need for more power generation and the impact of reshoring and nearshoring manufacturing.Matt Bradbury mentions the importance of retaining tribal knowledge and marketing the trades as a viable career option.Scott MacKenzie highlights the innovation and automation taking place in the industry, which offers global opportunities for professionals.They discuss the complexities of managing distributed solutions and connected generation, and the role of technology in improving efficiency. Future Trends and Technological Solutions Scott MacKenzie and Matt Bradbury discuss future...

Predictable B2B Success
Business Acquisition Strategy With 10% Cash Down

Predictable B2B Success

Play Episode Listen Later Sep 30, 2025 54:21


Ready to discover a strategy for explosive business growth that few are talking about? In this episode of Predictable B2B Success, host Vinay Koshy speaks with Marty Fahncke, an accomplished marketer, mergers and acquisitions advisor, and serial dealmaker who has scaled businesses to over a billion dollars in revenue and executed more than $450 million in M&A transactions. Marty doesn't just talk about growth; he's lived it, transforming small startups into industry giants and navigating both the buy and sell sides of deals across diverse sectors, including SaaS, consumer goods, health & wellness, and e-commerce. In this conversation, Marty pulls back the curtain on how acquisitions can be the secret weapon for B2B companies grappling with longer sales cycles, rising marketing costs, and economic headwinds. You'll hear how even fierce competitors became powerful partners, what signals make companies ripe for acquisition, and the surprisingly creative ways businesses can fund deals without draining their cash reserves. If you've ever wondered how to turn risk into opportunity or scale your business through strategic acquisition, this episode will challenge your assumptions and spark your curiosity. Don't miss Marty's actionable insights that could change the way you think about growth! Some areas we explore in this episode include: Marty's Shift from Marketing to M&A: How Marty transitioned into mergers and acquisitions and his early experiences.Acquisition as a Growth Strategy: The advantages of scaling B2B businesses via acquisitions rather than just organic growth.Current B2B Challenges: Market headwinds such as longer sales cycles, increased costs, and economic uncertainty.Creative Deal Structuring: The necessity of creativity and risk-taking in structuring acquisition deals.Targeting Businesses for Acquisition: How to identify acquisition opportunities up and down the supply chain and beyond.Relationship Building for M&A: The importance of networking with vendors, customers, and partners to uncover opportunities.The Role of AI in Valuation: Effects of AI on the value—positively and negatively—of SaaS and other tech businesses.Acquisition Funding Options: Various non-cash funding strategies like seller financing and asset-based lending.Merging Company Cultures: Approaches to blending organizations post-acquisition for the best results.Exit Planning & Valuation Drivers: Preparing for a sale, maximizing business value, and focusing on profits over revenue.And much, much more...

Franchise Secrets Podcast
From $5 an Hour to Majority Owner of a 200-Unit Franchise

Franchise Secrets Podcast

Play Episode Listen Later Sep 16, 2025 40:43


Jerry Pugh went from making $5 an hour as a paramedic to owning 19+ Workout Anytime gyms—and then shocked the franchise world by buying the entire 200-unit brand. Everyone said it was impossible. Private equity experts said no way. Yet Jerry made it happen and now leads the company as CEO.   In this episode of Franchise Secrets, Jerry shares how he scaled fast, knew when to close a failing location, negotiated with landlords, attracted private equity, and ultimately pulled off a once-in-a-lifetime majority ownership deal.   If you're an entrepreneur, franchisee, or dream of building something big, this story will light a fire under you.

Beyond 8 Figures
How To Build A Resilient Business Without Burning Out with Margo Crawford

Beyond 8 Figures

Play Episode Listen Later Aug 20, 2025 40:05


What if stepping back from your business didn't mean losing control—but gaining clarity?In this episode, I talk with Margo Crawford, founder of Business Sherpa Group, about the five-year succession plan that helped her shift from CEO to Chair—and the deep mental work it took to let go without giving up.You'll learn:When to start planning your exit (spoiler: not when you're ready to leave)How to prepare your team to lead without youWhy most founder burnout is rooted in back-office frictionHow to measure success in more than revenueIf you're overwhelmed by complexity or craving more freedom, this one's worth a listen.

Beyond 7 Figures: Build, Scale, Profit
Billionaire's Secret: Buy Don't Build with Richard Parker

Beyond 7 Figures: Build, Scale, Profit

Play Episode Listen Later Aug 15, 2025 47:50


How to Scale Beyond 7 Figures Through Strategic Business Acquisitions and Creating Maximum Value Here's what drives me absolutely crazy - I watch brilliant entrepreneurs work themselves to death chasing organic growth while missing the strategies that could multiply their wealth overnight. Everyone's obsessing over marketing tactics, but they're ignoring the playbook that the ultra-wealthy have been using for decades. In this episode, I sit down with Richard Parker to expose how buying businesses at lower multiples and integrating them into higher-multiple operations literally manufactures instant equity. We dive deep into the six factors that determine premium valuations and how cross-pollinating customer bases creates geometric multiplication of wealth. Richard Parker is a serial entrepreneur and acquisition expert who has bought and sold countless companies, with some investments reaching $200 million. He's worked in family offices for ultra-high-net-worth individuals whose names you'd instantly recognize, helping them multiply wealth through strategic business moves while actively doing deals himself. What I love about Richard is he doesn't just teach theory - he shows you the exact frameworks that separate those who build nice businesses from those who create generational wealth through strategic acquisitions and premium exits. KEY TAKEAWAYS: When you buy a business at a lower multiple and fold it into your higher-multiple company, you create instant wealth - this "accretion" strategy is how public companies have built empires for decades. Strategic acquisitions aren't just about revenue - you're buying proven IP, marketing systems, client databases, and the ability to cross-pollinate offerings between customer bases for geometric growth. The six factors that determine premium valuations: unique competitive advantage, founder independence, multiple revenue streams, 50%+ monthly recurring revenue, sub-5% churn rate, and comprehensive data intelligence. As your business scales past the million-dollar mark, you can't fly by sight anymore - you need instrument navigation like a pilot in the clouds, with metrics measured to decimal points and KPIs for every employee. Recurring revenue (contractual subscriptions) commands massive valuation premiums over reoccurring revenue (historical customer patterns) - the difference between predictable cash flow and hopeful projections. A-players deliver 10:1 ROI with minimal management, B-players give 2-4x but need guidance, and C-players often break even or lose money when you factor in opportunity costs and your management time. The wealthiest entrepreneurs don't extract every dollar for lifestyle inflation - they live below their means and reinvest profits at 4-5x business multiples, knowing every dollar becomes $4-5 at exit. Don't let loyalty bankrupt your business - if someone isn't the right fit, letting them go benefits everyone, including giving them a chance to find where they can truly thrive. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com

Inner Edison Podcast by Ed Parcaut
Lessons Learned from Failure: Eric Brotman's Road to Financial Independence on Inner Edison

Inner Edison Podcast by Ed Parcaut

Play Episode Listen Later Jul 15, 2025 39:03


On this episode of the Inner Edison podcast, host Ed Parcaut chats with Eric Brotman, a seasoned financial advisor and entrepreneur, about his unconventional journey into the world of finance and the lessons learned along the way. Eric shares how a failed plan to become a lawyer led him by accident into finance, his entrepreneurial leap after starting over from scratch at age 30, and how adversity—like the 2008 recession—shaped his business and personal growth. Ed and Eric dive deep into the realities of entrepreneurship: the risks, the need for resilience, and the lessons that come from setbacks. Eric shares actionable insights on building financial independence, including practical strategies for tax diversification, the use of whole life insurance, and the importance of financial literacy for business owners and families alike. They also discuss Eric's philosophy behind his book, “Don't Retire… Graduate,” which challenges the conventional notion of retirement and encourages listeners to plan for a financially free and fulfilling next chapter. Along the way, the conversation covers mistakes, management missteps, innovations during the pandemic, and the value of aligning company culture for long-term success. Whether you're an aspiring entrepreneur or a seasoned business owner, this episode is packed with candid stories, practical advice, and a refreshing perspective on success, failure, and building a life (and business) you love. Listen now to get inspired, learn, and grow from real-life “Edison moments” with Ed Parcaut and guest Eric Brotman! **Contact Ed Parcaut:** -

The Action Academy | Millionaire Mentorship for Your Life & Business
Single Family vs. Commercial Real Estate: Which Helps You Quit Your Job Faster? w/ Kathy & Rich Fettke

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 24, 2025 52:25


The easiest way to become a millionaire is buy a million dollars worth of real estate Rich & Kathy Fettke are co-founders of Real Wealth, helping over 80,000 investors acquire $1.3 billion in real estate assets since 2003. Kathy hosts The Real Wealth Show podcast and co-hosts BiggerPockets On the Market, while Rich authored The Wise Investor and Scaling Smart.Kathy Instagram: @kathyfettkeRich Instagram: @richfettkeWebsite: https://realwealth.com/Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The Action Academy | Millionaire Mentorship for Your Life & Business
The #1 Reason Entrepreneurs Fail (I Lost $2M Learning This) w/ Austin Zaback

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 19, 2025 42:05


Austin Zaback reveals why he's built multiple 8-figure companies by focusing on partnerships over hiring, and why the traditional American dream isn't dead but completely transformed. He breaks down the exact framework for knowing when your business is ready to scale and the partnership red flags that cost him millions.Connect with Austin:Instagram: @austinzabackWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The Action Academy | Millionaire Mentorship for Your Life & Business
Why Multifamily Is Down 30% (And How To Make Millions From It) w/ J SCOTT

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 17, 2025 54:43


J Scott—best-selling author of four business books— spent much of his early career in Silicon Valley (California), and after leaving his corporate job, he started his real estate journey, helping people on the Multifamily space and has personally transacted over $150M in property all around the country.Connect with J:Instagram: @jscottinvestorCheck out his best selling booksWant To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The Action Academy | Millionaire Mentorship for Your Life & Business
$700k of Cashflow From Buying A Distillery In Colorado (After Analyzing 400 Deals)

The Action Academy | Millionaire Mentorship for Your Life & Business

Play Episode Listen Later Jun 12, 2025 47:38


Jordan Griffie & Calvin Blankenship sifted through 400+ deals, raised $700K in just 10 days, and bought a multi-revenue stream distillery. This episode is the full blueprint—from finding the right partner to structuring the perfect first acquisition.Get in touch:www.vetsandvalor.comwww.valorpeakdistillery.comJordan Griffie: @j0rdangriffCalvin Blankenship: @calvin_blankenship_Want To Quit Your Job In The Next 6-18 Months Through Buying Commercial Real Estate & Small Businesses?

The Greatness Machine
TGM Classic | Robert Brooker | Beyond Startups: The 20-Year Odyssey of Business Acquisition

The Greatness Machine

Play Episode Listen Later May 12, 2025 72:52


What wisdom lies in an entrepreneur's journey from startups to strategic business acquisitions? Robert Brooker has traversed a multifaceted career path marked by entrepreneurship, strategic business acquisitions, and a profound commitment to a fulfilling life. Starting with odd jobs worldwide, he ventured into real estate and later transitioned to acquiring businesses.  Robert's impact extends beyond business by serving on BetterInvesting's board and held roles at esteemed institutions. Now, he focuses on diverse investments, emphasizing family and personal fulfillment.  In this episode, Robert joins Darius for yet another episode of The Greatness Machine to talk about his latest book, Albert Kner: Icon, Legend. He also discusses crucial insights for entrepreneurs and investors, emphasizing the significance of aligning business ideas with current market conditions and delves into the value of peer groups within these communities. A pivotal aspect of the discussion revolves around Robert's personal journey, specifically the transition from being a business owner to dedicating his focus to full-time investing. Topics include: The importance of aligning business ideas with the current market conditions The value of peer groups in the entrepreneurial and investing communities The need to explore opportunities and hustle in a competitive market Robert shares an important criteria for business acquisition Robert discusses two models for managing acquired businesses The responsibility of entrepreneurs to ensure the business's viability Robert talks about the transition from being a business owner to full-time investing And other topics… Sponsored by: Brevo: Get started free or save 50% for 3 months with code GREATNESS at brevo.com/greatness.  Huel: Try Huel with 15% OFF + Free Gift for New Customers today using my code greatness at https://huel.com/greatness. Fuel your best performance with Huel today!  Indeed: Get a $75 sponsored job credit to boost your job's visibility at Indeed.com/DARIUS. Notion: Get Notion Mail for free right now at notion.com/machine.  ShipStation: Go to shipstation.com and use code GREATNESS to sign up for your FREE trial.  Shopify: Sign up for a $1/month trial period at shopify.com/darius.  Connect with Robert: LinkedIn: https://www.linkedin.com/in/robertbrooker/ Book: https://www.amazon.com/Albert-Kner-Artist-Discovering-Industrial/dp/9631369234  Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/whoompdarius/ YouTube: https://therealdarius.com/youtube Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Dropping Bombs
How to Buy a Business in 2025 (Even if You're Broke)

Dropping Bombs

Play Episode Listen Later Apr 5, 2025 47:45


In this episode, Brad Lea brings back Chad Peterson to break down how to actually create wealth. Forget grinding 80 hours a week to scale your business — Chad shows how to trade your business UP and 10X your personal income using liquidity events and leveraged acquisitions.